Joel Malick, financial advisor Colorado Springs CO

Joel Malick

CRD Number: 4247438
Current Firm: Securian Financial Services, Inc.

Joel Malick (CRD# 4247438) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Colorado Springs, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services, Inc. St. Paul, MN Mar 2007 - Current 13
Strategic Financial Partners Colorado Springs, CO Feb 2007 - Current 13
Minnesota Life Insurance Company St. Paul, MN Feb 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joel D. Malick
Phone Number: 651-665-6669
Registered State(s):
  • CO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    12,355
    MILLIONS
  • Total Number of Accounts
    43,272
    ACCOUNTS
  • Average Account Value
    $285,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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